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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,551 | $87,132-4.1% | $105,624-20.9% | $80,959+3.2% |
| Participation rate | 79.5% | 70.4%+9.0pp | 75.3%+4.2pp | 67.7%+11.8pp |
| Annual return | 10.99% | 17.03%-6.0pp | 116.20%-105.2pp | 35.67%-24.7pp |
| Employer contribution / active EE | $884 | $2,397-63.1% | $3,168-72.1% | $2,757-67.9% |
| Participant deferral / active EE | $3,671 | $3,985-7.9% | $5,013-26.8% | $4,300-14.6% |
| Admin fee / account holder | $2,713 | $8,449-67.9% | $10,961-75.2% | $6,925-60.8% |